See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $43,136 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,635 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO1 year Service code 52 · EIN 36-4277151 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,038 | $117,734-21.8% | $115,752-20.5% | $77,958+18.1% |
| Participation rate | 97.3% | 82.0%+15.3pp | 77.8%+19.6pp | 71.6%+25.7pp |
| Annual return | 25.68% | 17.65%+8.0pp | 19.41%+6.3pp | 20.87%+4.8pp |
| Employer contribution / active EE | $2,837 | $2,736+3.7% | $3,492-18.8% | $2,310+22.8% |
| Participant deferral / active EE | $5,651 | $4,435+27.4% | $5,204+8.6% | $3,537+59.8% |
| Admin fee / account holder | $32 | $75-56.8% | $6,278-99.5% | $97-66.7% |